Daniel Afan-Jones

Senior Partner - Apollo, St James's Place - Helping you achieve financial wellbeing in a world worth living in - Member BVCA

Daniel Afan-Jones is an experienced Private Wealth Advisor with a strong background in investment management and private banking, specializing in catering to professionals in private equity, broader financial services, and business owners across various industries.

With a focus on holistic financial planning and wealth management solutions, Daniel places emphasis on building enduring relationships with clients. He thrives on providing wealth planning advice, including tax planning, pension consulting, estate and succession planning, and high net worth insurance solutions.

Daniel Afan-Jones also offers services in investment strategy and advice, encompassing portfolio construction, asset allocation, investment manager selection, and tailored portfolio strategies to meet individual client needs.

Having earned a BSc in International Business from Loughborough University, Daniel has held key positions in reputable organizations such as Apollo Private Wealth, Goldman Sachs (Private Wealth Management and Execution & Clearing), and Bloomberg LP (Financial Products Sales and Analytics).